Delete bank transactions

There may be occasions when you need to delete a bank transaction.

If you delete a transaction that has been previously reconciled, you will have to re-reconcile any subsequent transactions to correct the balance.

  1. Go to Bank then select View / Add for the bank account relating to the transaction.

If the transaction exists from your bank feed, select the checkbox at the end of the transaction, then select Delete

  • If the transaction is attached to a sales or purchase invoice, select the transaction to view the associated invoice. Scroll down to the Payments section and select Delete next to the applicable payment.